Introduction to Underwriting Training Workshop

Introduction to Underwriting

4 & 5 June 2025, 09:30-12:30 (UK)

This one full-day online workshop provides an introduction to the subject of insurance underwriting. The workshop focuses upon the practical ways in which underwriters help to mitigate risks and the underwriting measures employed on policies to manage exposure.

Public course booking form

Members: £189pp
Non-members: £249pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Date: 4 & 5 June 2025

 Times: 09:30-12:30 (UK)

 Duration: Two half-days

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

 Trainer: David Hole, ACII

 Price: £189 M/£259 NM

Workshop Objectives

• To understand the nature of risk and the means used to manage those risks
• To be aware of the types of information required by underwriters to enable risk assessment
• Understand the basic principles of insurance pricing of a risk
• Describe the measures available to insurers to control their exposure to claims including reinsurance
• Describe the concept of accumulation of risk and how this can be controlled
• Understand why surveys can be required and the nature of information that the surveyor would seek

What will I achieve by attending the workshop? 

By attending this workshop you will cover:

• Defining risk management and the means available to deal with risks faced by individuals and organisations
• Risk assessment and the nature of information required by insurers to undertake the process
• The concept of “Utmost Good Faith” and why it is so important in an insurance contract
• The impact of The Insurance Act 2015 upon the risk assessment process
• The approach to providing cover including an overview of the fundamentals of the policy (including conditions, endorsements and warranties)
• The considerations and process of risk pricing

The workshop will be undertaken by means of a number of exercises and case studies.

Who should attend?

The workshop is suitable for anyone who needs an understanding of the principles of underwriting and assumes no prior knowledge. It is also relevant for anyone who works in underwriting or broking who needs knowledge of the subject.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.